Financial advice is more important than ever. How you receive that advice, your overall experience is equally paramount.

We are active planners. That means we are dedicated to your needs, working with you to develop a deep understanding of your goals, personal circumstances, risk parameters, experience and your investment time horizons. Long-term relationships are our primary objective and is non-negotiable. 

We will structure and invest your money in the most tax-efficient way possible, always striving to innovate, to anticipate and to make a real difference – to help you achieve your long-term goals. 

Our ongoing relationship management helps provide you with peace of mind and continued counsel as you navigate life’s inevitable challenges and encounter varying tax rules and legislative changes.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.